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Workflow settings tutorial

Once you've added documents, configured all your PDF and webform fields, and added signers, it's time to edit your Workflow's settings. In this tutorial, you will learn all of the options you can set for your Workflow from submission naming to notifications.

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Request a 30-minute live demo today and we'll get in touch shortly. During the meeting our Sales team will help you find the right solution, including:
  • Simplifying data gathering
  • Streamlining document preparation
  • Requesting e-signatures
  • Building and scaling your business
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